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Profile’s Stock Exchange Handbook: 2024 – Issue 3 JSE – REM
REMGRO Forecast Data REMGRO Analysis Data
Market Cap at 17 Jun 2024: R69 899m VALUATION DATA
Shares in issue: 529 217 007 Dec 23 Jun 23 Jun 22 Jun 21 Jun 20
Interim Final Final(rst) Final Final
REM Price(c) at 17 Jun 2024: 13 208
MrktCap (Rm) 92 333 82 146 71 817 63 823 55 640
REM Hi/Lo Price(c) (24 Mnths): 16 248/11 681 Pct chng 12.4 14.4 12.5 14.7 - 26.7
REM P/E at 17 Jun 2024: 14.11 P/E at prd end 13.77 14.82 15.19 353.70 10.43
Hi/Lo REM P/E (18 Mnths): 16.26/11.64 Tr 5 yr avg 81.58 81.42 81.38 81.64 14.19
Hi/Lo Index P/E (18 Mnths): 18.51/7.99 Index prd end P/E 13.64 15.26 9.90 8.99 - 24.69
REM Volatility (36 Mnths): 6.93 Tr 5 yr avg 4.62 5.79 8.19 19.34 19.11
HEPS DPS (ZARc) NAV (ZAR/cps)
CONSENSUS 1200 21000
VIEW:
960 16800
HOLD
BUY HOLD SELL 720 12600
480 8400
EARNINGS FORECASTS Jun 24 F Jun 25 F Jun 26 F
240 4200
HEPS HEPS HEPS
Number of contributors 7 7 4 0 Jun 19 Jun 20 Jun 21 Jun 22 Jun 23 0 Jun 19 Jun 20 Jun 21 Jun 22 Jun 23
High estimate 1 375.0 1 573.0 2 006.0
Low estimate 862.3 1 221.5 1 299.8 MORE RATIOS AND STATS (Finals only)
Standard deviation 189.2 111.6 267.8 Jun 23 Jun 22 Jun 21 Jun 20 Jun 19
Final Final(rst) Final Final Final
Profile Media Consensus 1 190.4 1 445.9 1 639.2
Sales/Share(c) 8 556.00 7 419.00 11 646.00 9 687.00 10 071.00
Pct change prev year 0.9% 21.5% 13.4%
Pct chng 15.3 - 36.3 20.2 - 3.8 83.5
Prospective P/E 11.1 9.1 8.1
Tr 5 yr avg 9 476.00 8 863.00 8 376.00 7 103.00 6 160.00
Fwd price: hi REM P/E, hi est 22361 25581 32623 Price/Sales ps 1.72 1.72 0.96 1.01 1.33
Fwd price: hi REM P/E, lo est 14024 19866 21138 Price/NAV 0.71 0.73 0.74 0.65 0.76
Fwd price: lo REM P/E, hi est 16005 18309 23349 Price/CashFlow 58.47 10.14 11.93 30.01 29.88
Fwd price: lo REM P/E, lo est 10037 14218 15129 Tr 3 yr avg TotRet 15.60 0.08 - 6.05 - 11.08 - 6.79
Tr 5 yr avg TotRet 2.08 - 1.48 - 6.99 - 9.43 - 1.73
DIVIDEND FORECASTS Jun 24 F Jun 25 F Jun 26 F Volatility 6.3 7.7 7.2 6.9 5.2
DPS DPS DPS
Number of contributors 4 4 3 Risk / Return Profile PEG inverse: 1.60
High estimate 367.1 408.4 336.0 110 30
Low estimate 169.1 239.5 254.9 PEG = 1
Standard deviation 71.3 63.4 38.2
Profile Media Consensus 254.3 302.7 308.9 3Yr Compound Return 45 5 Yr Average HEPS Growth
Pct change prev year 6.0% 19.0% 2.0%
Prospective DY 1.9% 2.3% 2.3%
-20 0
0 15 30 0 30
Historical PE Range Volatility P/E
HISTORICAL SHARE PRICE PERFORMANCE DATA
Annualised returns with divs reinvested to 31 May 24
20.66 Avg High
p.a. Return Grwth in Annualised Volatility
15.42 Average
R1000 Inflation
11.14 Avg Low
1 Yr - 6.33% 937 5.21% 8.0
2020 2021 2022 2023 2024
2 Yr - 8.14% 844 5.76% 7.3
3 Yr 2.29% 1 070 6.01% 7.0
5 Yr - 0.11% 995 5.03% 7.5
Lo PE Lo Lo PE Hi Hi PE Lo Hi PE Hi
REMGRO P/E
Est Est Est Est
7 Yr - 1.65% 890 4.86% 6.9
30.07 33000
10 Yrs - 0.69% 933 5.03% 6.7
26.43 28600
22.79 24200
Total Return Index for REMGRO TRI Price
19.15 19800
20
15.51 15400
Percentage growthincluding dividends -10
11.87 11000 10
| 2022 | 2023 | 2024 | 2025 | 2026 | 0
Forecast HEPS Growth Forecast DPS Growth -20
1800 340 -30
7.3% 14.6% -2.5%
13.1%
1440 272 22.7% 2019 | 2020 | 2021 | 2022 | 2023 |
24.8%
1080 204
720 136
360 68
0 0
2023 2024 2025 2026 2023 2024 2025 2026
Actual Actual
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